- 目錄
崗位職責(zé)是什么
國(guó)際金融崗位是一個(gè)專(zhuān)注于跨國(guó)金融交易、投資策略制定和風(fēng)險(xiǎn)管理的專(zhuān)業(yè)職位,它在企業(yè)全球化戰(zhàn)略中扮演著至關(guān)重要的角色。該崗位的職責(zé)涵蓋廣泛,從金融市場(chǎng)分析到資本運(yùn)作,從財(cái)務(wù)規(guī)劃到合規(guī)管理,都是其工作范疇。
崗位職責(zé)要求
1. 深厚的金融理論基礎(chǔ),熟悉國(guó)際金融市場(chǎng)動(dòng)態(tài),掌握多種金融工具和產(chǎn)品。
2. 精通至少一種主要的國(guó)際金融語(yǔ)言,如英語(yǔ),以進(jìn)行跨文化交流和業(yè)務(wù)談判。
3. 具備優(yōu)秀的數(shù)據(jù)分析能力,能迅速解讀復(fù)雜的經(jīng)濟(jì)數(shù)據(jù)和市場(chǎng)報(bào)告。
4. 熟悉國(guó)際金融法規(guī)和行業(yè)標(biāo)準(zhǔn),確保企業(yè)的金融活動(dòng)符合相關(guān)規(guī)定。
5. 強(qiáng)烈的風(fēng)險(xiǎn)意識(shí),能識(shí)別并有效管理潛在的金融風(fēng)險(xiǎn)。
崗位職責(zé)描述
國(guó)際金融崗位的日常工作涉及監(jiān)控全球經(jīng)濟(jì)環(huán)境,分析匯率、利率變動(dòng),為企業(yè)提供投資建議。此外,還需與全球的金融機(jī)構(gòu)、投資者建立并維護(hù)良好關(guān)系,參與融資項(xiàng)目和并購(gòu)活動(dòng)。在項(xiàng)目執(zhí)行過(guò)程中,需要制定詳盡的財(cái)務(wù)計(jì)劃,確保資金流動(dòng)的高效性和安全性。這個(gè)崗位需要定期評(píng)估和調(diào)整企業(yè)財(cái)務(wù)結(jié)構(gòu),以適應(yīng)不斷變化的市場(chǎng)條件。
有哪些內(nèi)容
1. 市場(chǎng)研究與分析:跟蹤全球金融市場(chǎng),預(yù)測(cè)經(jīng)濟(jì)趨勢(shì),為公司決策提供依據(jù)。
2. 投資策略制定:設(shè)計(jì)并實(shí)施跨國(guó)投資策略,包括股票、債券、衍生品等金融產(chǎn)品的投資。
3. 資金管理:管理公司的現(xiàn)金流,確保資金的合理配置和使用。
4. 風(fēng)險(xiǎn)控制:評(píng)估并管理各種金融風(fēng)險(xiǎn),包括信用風(fēng)險(xiǎn)、市場(chǎng)風(fēng)險(xiǎn)、流動(dòng)性風(fēng)險(xiǎn)等。
5. 合規(guī)運(yùn)營(yíng):確保所有金融活動(dòng)符合國(guó)內(nèi)外相關(guān)法律法規(guī),防止違規(guī)行為發(fā)生。
6. 金融報(bào)告與分析:編制和解讀財(cái)務(wù)報(bào)告,為管理層提供決策參考。
7. 國(guó)際合作:與海外合作伙伴建立聯(lián)系,參與跨境交易和項(xiàng)目合作。
國(guó)際金融崗位是企業(yè)在全球金融市場(chǎng)中穩(wěn)健前行的導(dǎo)航者,通過(guò)專(zhuān)業(yè)能力和敏銳洞察,為企業(yè)的國(guó)際化發(fā)展提供強(qiáng)有力的支持。
國(guó)際金融崗位職責(zé)范文
第1篇 國(guó)際金融機(jī)構(gòu)崗位職責(zé)職位要求
職責(zé)描述:
job description for the loan disbursement officer in the finance, budget and accounting division of the new development bank.
the loan disbursement officer will be responsible for implementing and handling all activities related to loan disbursement and loan management.
the loan disbursement officer will also be responsible for processing loan disbursements, preparing and sending billing statements to borrowers, managing loan accounts, record keeping and document management.
specific responsibilities include but not limited to:
loan disbursement
processing drawdown requests and preparing loan disbursement (payment) applications in accordance to the bank’s operational procedures and policies.
performing all necessary checks before loan disbursements are processed including sanction screening, accuracy and detail checks.
ensuring all drawdown requests processed are in line with the terms and conditions of the signed loan agreement.
maintaining professional and effective working relations with personnel in the borrower’s office, project entity and project implementation agency to ensure all relevant information regarding future and pending drawdown requests is received and disbursement details are clarified before disbursements are made.
billing and management of loan accounts
obtaining all necessary authorisations to open and maintain loan accounts in the loan management system.
preparing interest, commitment charge, front end fee calculations and any other loan account related calculations for recording in the loan management system (loan account) and general ledger.
preparing and sending loan disbursement statements, interest statements and any other loan related statements and notices to the borrowers and other relevant parties in and out of the bank.
record keeping and document management
capturing data and maintaining records of all loan transactions in the bank’s relevant systems. this includes information relating to loan disbursements, loan repayments from borrowers, interest income receipts from borrowers, commitment charge income receipts from borrowers, and front-end fee income receipts from borrowers.
communicating and keeping abreast with all loan related developments (i.e. loan approvals, loan agreement signing, loan effectiveness, approval of contracts, drawdown requests and loan amendments) through communication with bank’s staff from operations 1, operations 2, treasury and corporate secretariat.
maintaining a diary of important loan related dates and covenants to ensure compliance to all loan agreement terms and conditions and e_ecution of billing and loan management in accordance to the bank’s operational procedures.
ensuring that valid, accurate and complete loan information is maintained in the loan management system.
ensuring that valid, accurate and complete loan information is recorded in the general ledger.
ensuring safe-keeping of all original documents related to loans. this includes drawdown requests and supporting documents from borrowers, disbursement applications prepared for payments and bank settlement confirmations of disbursements made to borrowers and bank confirmations of receipts from borrowers.
preparing and maintaining compliance data and information in accordance to with the banks’s operational procedures and policies.
other
assisting in providing loan related information to internal auditors, e_ternal auditors and any other parties who require loan information.
performing other duties and responsibilities assigned from time to time.
position requirements
minimum of 5 or more years of relevant professional e_perience in global financial services organisation or a large corporate enterprise or regulated private sector financial institution or a professional firm.
relevant e_perience in a multi-cultural work environment fostering a climate of team work and collaboration.
language proficiency: fluency in english.
proven e_perience in working under stringent deadlines and maintaining strict confidentiality.
e_ceptional problem solving, communication, conflict management and interpersonal skills with high resilience and drive in achieving objectives and goals.
ability to e_ecute work accurately under pressure and manage timely delivery.
ability to plan and coordinate schedules in order to meet deadlines.
strong numerical skills and attention to detail.
knowledge of technology based accounting systems and applications.
e_perience in dealing with e_ternal stakeholders (regulators, auditors, government officials and/or borrowers.)
desire to challenge the status quo and bring in new ideas, innovation and approaches.
bachelor’s degree. specialized e_perience in similar organization/s may be considered in lieu of a bachelor’s degree.
崗位要求:
學(xué)歷要求:本科
語(yǔ)言要求:不限
年齡要求:不限
工作年限:無(wú)工作經(jīng)驗(yàn)
第2篇 國(guó)際金融經(jīng)理崗位職責(zé)
國(guó)際金融中心總經(jīng)理 男女不限,碩士及以上學(xué)歷,年齡40歲以下,負(fù)責(zé)投資企業(yè)的股權(quán)管理,集團(tuán)化股權(quán)架構(gòu)的搭建; 男女不限,碩士及以上學(xué)歷,年齡40歲以下,負(fù)責(zé)投資企業(yè)的股權(quán)管理,集團(tuán)化股權(quán)架構(gòu)的搭建;
第3篇 國(guó)際金融崗位職責(zé)
基金經(jīng)理 眾石財(cái)富(北京)投資基金管理有限公司 眾石財(cái)富(北京)投資基金管理有限公司,眾石,范德國(guó)際金融集團(tuán),眾石 崗位職責(zé):
1、開(kāi)發(fā)潛在機(jī)構(gòu)和個(gè)人客戶(hù),使客戶(hù)認(rèn)可并認(rèn)購(gòu)基金產(chǎn)品;
2、 通過(guò)與客戶(hù)溝通,了解客戶(hù)在家庭財(cái)務(wù)方面存在的問(wèn)題以及理財(cái)方面的需求;
3、根據(jù)客戶(hù)的資產(chǎn)規(guī)模、生活目標(biāo)、預(yù)期收益目標(biāo)和風(fēng)險(xiǎn)承受能力進(jìn)行需求分析,出具專(zhuān)業(yè)的理財(cái)計(jì)劃方案,推薦合適的理財(cái)產(chǎn)品;
4、通過(guò)調(diào)整存款、股票、債券、基金、保險(xiǎn)等各種金融產(chǎn)品的理財(cái)產(chǎn)品比重達(dá)到資產(chǎn)的合理配置,使客戶(hù)的資產(chǎn)在安全、穩(wěn)健的基礎(chǔ)上保值升值;
5、設(shè)計(jì)與外部機(jī)構(gòu)的合作模式,參與洽談,執(zhí)行合作計(jì)劃;
6、協(xié)助客戶(hù)開(kāi)立帳戶(hù)及一系列后期服務(wù);
7、定期與客戶(hù)聯(lián)系,報(bào)告理財(cái)產(chǎn)品的收益情況,向客戶(hù)介紹新的金融服務(wù)、理財(cái)產(chǎn)品及金融市場(chǎng)動(dòng)向,維護(hù)良好的信任關(guān)系。
任職要求:
1、具有良好的溝通協(xié)調(diào)技巧、敏銳快捷的市場(chǎng)反應(yīng)能力及較強(qiáng)的風(fēng)險(xiǎn)意識(shí);
2、品行端正,思維敏捷、嚴(yán)謹(jǐn)細(xì)致、踏實(shí)負(fù)責(zé),具有較強(qiáng)的團(tuán)隊(duì)協(xié)作精神;
3、具有金融從業(yè)經(jīng)驗(yàn)和客戶(hù)資源者優(yōu)先考慮。
4、整合銀行各類(lèi)業(yè)務(wù)與產(chǎn)品需求;
5、組織公司內(nèi)部資源,開(kāi)發(fā)或提供合適產(chǎn)品與服務(wù),滿(mǎn)足銀行客戶(hù)服務(wù)及風(fēng)險(xiǎn)管理要求。
第4篇 國(guó)際金融理財(cái)規(guī)劃師崗位職責(zé)
工作職責(zé)
1、 針對(duì)公司理財(cái)產(chǎn)品,進(jìn)行潛在客戶(hù)開(kāi)發(fā),為客戶(hù)建立、提供專(zhuān)業(yè)的資產(chǎn)管理咨詢(xún)服務(wù);
2、 負(fù)責(zé)貴賓客戶(hù)維護(hù)提升工作,為貴賓客戶(hù)提供專(zhuān)業(yè)化的理財(cái)服務(wù)工作;
3、 根據(jù)一線(xiàn)工作了解到的客戶(hù)反饋,向公司提出產(chǎn)品及流程優(yōu)化建議;
4、 完成銷(xiāo)售經(jīng)理制定的銷(xiāo)售目標(biāo);
5、 根據(jù)銷(xiāo)售經(jīng)理的要求按時(shí)保質(zhì)完成銷(xiāo)售報(bào)告。
崗位要求
1、 大專(zhuān)或以上學(xué)歷,營(yíng)銷(xiāo)、保險(xiǎn)、市場(chǎng)營(yíng)銷(xiāo)及私人銀行等從業(yè)人員;
2、 1年以上相關(guān)工作經(jīng)驗(yàn),有銀行理財(cái)產(chǎn)品經(jīng)驗(yàn)優(yōu)先考慮;
3、 良好的客戶(hù)溝通、人際交往及維系客戶(hù)關(guān)系的能力;
4、 具有敏銳的市場(chǎng)洞察力和準(zhǔn)確的客戶(hù)分析能力,能夠有效開(kāi)發(fā)客戶(hù)資源;
5、 強(qiáng)烈的服務(wù)意識(shí)和時(shí)間觀念,靈活熟練的談判技巧;
6、 為人誠(chéng)實(shí)守信,認(rèn)同公司企業(yè)文化和價(jià)值觀,有較強(qiáng)的合規(guī)意識(shí)
第5篇 國(guó)際金融體系員工崗位職責(zé)職位要求
職責(zé)描述:
性別:不限|駕照:不要求
崗位職責(zé):
崗位職責(zé):
1、負(fù)責(zé)開(kāi)拓目標(biāo)市場(chǎng),根據(jù)客戶(hù)的需求提供全方位的理財(cái)服務(wù);
2、負(fù)責(zé)與客戶(hù)進(jìn)行業(yè)務(wù)聯(lián)絡(luò)和溝通、,維護(hù)客戶(hù)關(guān)系;
3、負(fù)責(zé)分析客戶(hù)的財(cái)務(wù)漏洞,提供理財(cái)服務(wù);
4、負(fù)責(zé)組織客戶(hù)進(jìn)行理財(cái)知識(shí)的系統(tǒng)培訓(xùn);
5、負(fù)責(zé)公關(guān)活動(dòng)的組織、策劃和執(zhí)行;
6、負(fù)責(zé)與客戶(hù)交流,找到客戶(hù)理財(cái)需求,提供咨詢(xún)服務(wù)
崗位要求:
學(xué)歷要求:大專(zhuān)
語(yǔ)言要求:不限
年齡要求:不限
工作年限:經(jīng)驗(yàn)2年
第6篇 國(guó)際金融經(jīng)理崗位職責(zé)任職要求
國(guó)際金融經(jīng)理崗位職責(zé)
工作職責(zé)
1、 面向海外客戶(hù)(中國(guó)大陸以外的支付機(jī)構(gòu)、銀行、金融機(jī)構(gòu)、清結(jié)算機(jī)構(gòu)等)提供基于阿里金融云、支付寶fintech的技術(shù)解決方案;
2、 為客戶(hù)提供合同前期的業(yè)務(wù)規(guī)劃和咨詢(xún)服務(wù),能夠針對(duì)客戶(hù)的情況和需求提供頂層設(shè)計(jì);
3、 客戶(hù)合同應(yīng)標(biāo),為客戶(hù)提供技術(shù)方案和需求分析,并提供技術(shù)方案的澄清和解答;
4、 可以向產(chǎn)品研發(fā)團(tuán)隊(duì)提供基于項(xiàng)目的業(yè)務(wù)指導(dǎo),以保障合同的交付。
工作要求
學(xué)歷和年齡:
1、統(tǒng)招本科及以上
2、金融,經(jīng)濟(jì),貿(mào)易,營(yíng)銷(xiāo),計(jì)算機(jī),軟件,等專(zhuān)業(yè)
3、年齡不超過(guò)36歲
知識(shí)和技能:
1、 了解支付、銀行、金融相關(guān)領(lǐng)域,熟悉基本業(yè)務(wù)流程,了解行業(yè)發(fā)展趨勢(shì),能夠?yàn)樾袠I(yè)客戶(hù)提供技術(shù)服務(wù);
2、 有mobile payment、payment gateway、core banking、financial cloud和financial big data等行業(yè)工作經(jīng)驗(yàn)的優(yōu)先;
3、 具備良好的交流能力,英文交流能力的尤佳
國(guó)際金融經(jīng)理崗位
第7篇 國(guó)際金融理財(cái)師崗位職責(zé)
1、熟悉金融市場(chǎng),能及時(shí)把握各方面的信息,定期形成市場(chǎng)策略報(bào)告和分析評(píng)論;
2、負(fù)責(zé)搜集整理宏觀基本面的信息,綜合技術(shù)面研判,預(yù)測(cè)市場(chǎng)的走勢(shì)并有較高的正確率;
3、在市場(chǎng)分析和產(chǎn)品跟蹤的基礎(chǔ)上,提出產(chǎn)品研究和營(yíng)銷(xiāo)方案;
4、構(gòu)建科學(xué)的理財(cái)產(chǎn)品篩選機(jī)制,建立優(yōu)質(zhì)基金備選池,并進(jìn)行重點(diǎn)跟蹤和推薦;
5、懂的分析國(guó)際政治經(jīng)濟(jì)形勢(shì),對(duì)技術(shù)盤(pán)面有鑒別能力。
6、參與公司舉辦的產(chǎn)品推介會(huì),并做出專(zhuān)業(yè)的金融市場(chǎng)分析;
7、協(xié)助公司其他業(yè)務(wù)開(kāi)展,完成公司交辦的其他工作。
8、有較強(qiáng)的溝通能力和應(yīng)變能力,學(xué)習(xí)能力強(qiáng),能在短時(shí)間內(nèi)掌握金融投資、資產(chǎn)管理和理
財(cái)產(chǎn)品的相關(guān)知識(shí)。
第8篇 國(guó)際金融專(zhuān)員崗位職責(zé)
1.市場(chǎng)營(yíng)銷(xiāo)策劃與網(wǎng)路推廣
2.微信公眾號(hào)維護(hù)
2.簡(jiǎn)易文宣品dm設(shè)計(jì)與美編
3.協(xié)助行政文書(shū)作業(yè)